Integration with CRM systems

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Mencel

Full accounting is my favorite way of conducting business settlements. Thanks to the comprehensive accounting of both sales and cost invoices as well as bank statements, the entrepreneur has a full picture of the financial results of his company, including the status of his liabilities and receivables.

EDYTA MENCEL
Founder of the Tax office

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CRM_1

Integration with CRM systems

Accounting can be integrated with CRM systems. I use that solution for my own needs and for communication with clients. Many times I have also helped to integrate CRM and accounting systems in large enterprises.

Thanks to the integration of IT systems between accounting and CR, it is possible to:

  • Automate communication between accounting and sales, purchasing and customer service departments.
  • Avoid errors and prevent situations when the given information did not appear in the system at all.
  • Collect additional information about transactions and dynamically reacting to changes in regulations or market conditions.

Accounting and CRM can also become part of a unified ecosystem of corporate software.

By integrating CRM systems with internal and external accounting, you save a lot of work and gain more control over the circulation of documents. It is definitely worth it!

If you want to integrate accounting and CRM matters – feel free to ask me for advice.